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3 tips to help you celebrate Money Smart Week

Red SHOES Financial Wellness Program

Ready to Celebrate Money Smart Week? Here are three easy tips to get you started!

Although we know you’re working hard to be smart about your money every week, there’s no time like Money Smart Week to really own your finances. How about giving these tips a try?

Tip #1: Set up sub-savings accounts.

At any given time, you’re probably saving up for a bunch of different things. For instance, maybe you’re trying to tuck away money for next year’s spring break vacation, a new-to-you car and retirement. But if your savings all go into one big pool, it can be pretty easy for anything you’ve put aside to start looking like short-term savings (which could mean one heck of a vacation but not much for your retirement years).

Here’s something to try instead: Summit’s sub-savings accounts. These accounts are an easy way to separate and allocate your funds for different goals. You’ll be able to see exactly what you’ve saved for each category – and less tempted to dip into funds you know are set aside for something else.

Really want to make the most of Summit’s sub-savings accounts? Set up automatic transfers and your savings will be tucked away as soon as your paycheck hits your account.

Tip #2: Take advantage of Summit’s online and mobile banking tools.

We all know time is money. Here are three tools that can make a big difference and they’re all FREE:

  • Summit’s Climbr® lets you set goals, track spending and see where your money is going.
  • Online bill payer saves you time and eliminates late payments.
  • Summit’s mobile app makes it easy to track your balance and account activity, transfer money and deposit your checks from anywhere.

Learn more about managing your finances on your terms and your time.

Tip #3: Get some personal advice.

Sometimes it pays to sit down, face-to-face, and make sure you’re really owning your money. Schedule a personal appointment with a financial expert or a Summit Financial Advisor.*

So, go ahead, own your money and let the Money Smart Week celebrations begin!

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2092250.1-0418-0520